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Assigning a Staff Member to a Client

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To assign a Staff Member to a Client

Select “Clients” from the navigation menu.
Select “Manage Clients”.
Select the Client’s file you wish to assign a staff member to.
Click the button “More Actions“.
Click “Assign to Staff Member” from the drop-down menu.
Select the required staff member from pre-added members in the HRM database.
- For more information on adding staff members, please refer to the tutorials “Adding a User” and “Adding an Employee“.
Click “Save“.

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